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Johnsnowlife's avatar
Johnsnowlife
Icon for Helper III rankHelper III
8 years ago
Solved

Finding first date shared by multiple products

I am trying to find the first date where my table has information for all selected portfolios.  My table looks like this.     I'm thinking of something like this (written in english): Min (i...
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  • Johnsnowlife's avatar
    Johnsnowlife
    8 years ago

    Thanks for all the help!

     

    These are the formulas I used to reach my desired result. 

    FirstSharedDate =
CALCULATE (
    MAXX (
        SUMMARIZE (
            ALLSELECTED ( AllPerfMnthly[Portfolio] ),
            [Portfolio],
            "ABCD", MIN ( AllPerfMnthly[Date] )
        ),
        [ABCD]
    ),
    ALLEXCEPT ( AllPerfMnthly, AllPerfMnthly[Portfolio] )
)

InceptionDate =
CALCULATE (
    FIRSTNONBLANK ( AllPerfMnthly[Date], AllPerfMnthly[Date] ),
    ALLEXCEPT ( AllPerfMnthly, AllPerfMnthly[Portfolio] )
)
Johnsnowlife's avatar
Johnsnowlife
Icon for Helper III rankHelper III
8 years ago

Not exactly. If you replace your date "2/2/2017" with "4/1/2017", then you have 2 portfolios for the same date "4/1/2017". But Beta started before Charlie. Now I want to say "bring me the first date, where there is information for BOTH Beta and Charlie". That is, I want the result "4/1/2017"

fhill's avatar
fhill
Icon for Resident Rockstar rankResident Rockstar
8 years ago

I"m still not following the interaction between 'BOTH' and how that changes your request.  Can you mock up some new data that clearly shows the overlaps and mock up how you want the data exported based on 'Both' requirements?

  • Johnsnowlife's avatar
    Johnsnowlife
    Icon for Helper III rankHelper III
    8 years ago

    If my Data table looks like this

    DateFundPerformance
    31/01/2017ALSI1%
    28/02/2017ALSI2%
    31/03/2017ALSI3%
    31/03/2017Equity Fund4%
    30/04/2017ALSI5%
    30/04/2017Equity Fund6%
       


    I want to compare the return from inception of my "Equity Fund" against the "ALSI". ALSI starts in January but Equity Fund only starts in March. 

    In April, I want to show the return since inception for both of them, but only STARTING from March, because that is the first month that both funds existed. I want to start from the latest start date between all the funds I'm comparing. 

     

    So ALSI = 8.15% and Equity Fund = 10.24%. 

     

     

    • v-huizhn-msft's avatar
      v-huizhn-msft
      Icon for Microsoft Employee rankMicrosoft Employee
      8 years ago

      Hi Johnsnowlife,

      If my understanding is correct, you want to get the first date when both Funds appear. Please following the steps below and check if it works fine.

      1. Create a measure using the formula 

      Total distinct Funds=CALCULATE( DISTINCTCOUNT(Table[Fund]),ALL(Fund)))


      2. Create a calculated column using the formula.

      Distinct Funds in each date=CALCULATE(CALCULATE(DISTINCTCOUNT(Table[Fund]),ALLEXCEPT(Table,Table[Date]))


      3. Create a measure to get expected result.

      First date =
CALCULATE (
    FIRSTDATE ( Table1[Date] ),
    FILTER (
        Table,
        Table[Distinct Funds in each date] = Table[Total distinct Funds]
    )
)


      Please feel free to ask if you have any questions.

      Best Regards,
      Angelia

       

      • Johnsnowlife's avatar
        Johnsnowlife
        Icon for Helper III rankHelper III
        8 years ago

        v-huizhn-msft

         

        I tried your recommendations without success. 

        First Measure

         

        DistinctFunds =
CALCULATE (
    DISTINCTCOUNT ( AllPerfMnthly[Portfolio] ),
    ALL ( AllPerfMnthly[Portfolio] )
)

        Second Measure and also as a column

        DistinctFundsDate =
CALCULATE (
    CALCULATE (
        DISTINCTCOUNT ( AllPerfMnthly[Portfolio] ),
        ALLEXCEPT ( AllPerfMnthly, AllPerfMnthly[Date] )
    )
)

        DistinctFundsDateCol =
        CALCULATE (
         CALCULATE (
         DISTINCTCOUNT ( AllPerfMnthly[Portfolio] ),
         ALLEXCEPT ( AllPerfMnthly, AllPerfMnthly[Date] )
         )
        )

        Expected Result measure

        First date = 
CALCULATE (
    FIRSTDATE ( AllPerfMnthly[Date] ),
    FILTER (
        AllPerfMnthly,
        AllPerfMnthly[DistinctFundsDateCol] = [DistinctFunds]
    )
)

        Table of results

         

         

        First Date doesn't return a result for any periods. 

        And I'd prefer to only use measures without calculated columns if possible. 

         

    • Ashish_Mathur's avatar
      Ashish_Mathur
      Icon for Super User rankSuper User
      8 years ago

      Hi Johnsnowlife,

       

      I think i have solved the problem.  However, i need tocheck my result.  Please paste a larger data set and also show your expected result for each fund.  In your dataset, please show decimal numbers so that i can compare my result with yours.